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Fine Answers

Fine Answers

著者： Burke Britton Financial Partners
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Your home for all things financial, Investment, money and lifestyle. Hosted and curated by the talented team of Certified Financial Planners at Burke Britton Financial Partners. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs. If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au or visit our website at www.bbfp.com.au PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners & Securelife Financial Solutions is an Authorised Representative and Credit Representative of AKUMIN Financial Planning Pty Limited©2022 Burke Britton Financial Partners 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Quarterly Portfolio Update: Oil, Rates & Property Outlook | Episode #176

    Quarterly Portfolio Update: Oil, Rates & Property Outlook | Episode #176
    2026/09/14

    Ben and Sam also take a closer look at companies including JB Hi-Fi, Stockland, CSL and WiseTech Global, discussing recent performance and what they're watching moving forward.

    With plenty of moving pieces, the focus remains on looking beyond short-term market noise and thinking about what the next few years could bring.

    If you'd like to get in touch with us:

    Facebook: https://www.gstatic.com/youtube/img/w...

    Instagram: https://www.gstatic.com/youtube/img/w...

    TikTok: https://www.gstatic.com/youtube/img/w...

    Spotify: https://open.spotify.com/show/5k17gfi...

    If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at

    BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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    36 分
  • Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174

    Quarterly Portfolio Update: Inflation, Rates & Where We're Positioned - with Ben Kemp & Jonathan Tolub | Episode #174
    2026/09/07

    Ben catches up with JT from Invest Sense on what's been driving markets and how our portfolios are positioned going forward.

    They start with inflation, which has crept back up to 3-4% in Australia thanks to a mix of global pressures (like the conflict in Iran) and local ones (rents, wages), with the RBA expected to raise rates once or twice more this year. They also look at the US, where a new Fed chairman and rising government debt are pushing bond yields higher.

    The message throughout: building steady, reliable portfolios that can handle whatever markets throw at them.

    Questions about your portfolio? Get in touch If you'd like to check us out: Facebook: / / burkebrittonfp Instagram: / / burkebrittonfp TikTok: / / burkebrittonfp Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=e0d5e597d57b4f79 ... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/sche... You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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    46 分
  • Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174

    Death Tax in Australia: What's Really Being Taxed When You Inherit? | Episode #174
    2026/08/31
    "Death tax" doesn't officially exist in Australia, but plenty of hidden taxes hit estates and beneficiaries anyway. In this episode, we break down where these costs actually come from and how to plan around them before it's too late. We break down: Why super proceeds paid to non-dependent adult children can trigger tax (and what happened to the old anti-detriment offset)How capital gains tax quietly eats into estates during the asset liquidation processThe stamp duty trap when one sibling takes over a shared propertyUpcoming testamentary trust changes (flat 30% tax on distributions) and the "tax by stealth" headlines behind themWhy losing capacity (for example via power of attorney) can lock families out of better planning optionsThe importance of record keeping, including the story of the forgotten Commonwealth Bank shares now worth $350KWhy early, personalised estate planning is the real solution, not one size fits all trust structures If you're inheriting assets, acting as an executor, or just want to protect your family's wealth for the next generation, this conversation is worth your time. If you'd like to get in touch with us: Facebook: https://www.gstatic.com/youtube/img/w... Instagram: https://www.gstatic.com/youtube/img/w... TikTok: https://www.gstatic.com/youtube/img/w... Spotify: https://open.spotify.com/show/5k17gfi... If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at BbfpHome - Burke Britton Financial Partners or book a 15min call to see how we can help you via https://outlook.office365.com/book/BB... Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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    19 分
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